IGP Account Coordinator

6 days ago


Waterloo, Ontario, Canada Manulife Full time

The International Group Program (IGP) is part of Manulife Financial and includes a global network of top life insurance companies in about 80 countries. Since 1967, IGP has provided employee benefits services like international pooling to multinational companies. Over 900 major global companies, including many from the Fortune 500, use IGP to offer benefits like retirement and risk coverage to their employees worldwide.

As part of a small and dynamic team, you will play a crucial role in preparing international (re)insurance proposals and annual reports for IGP's Multinational Clients and their Advisors. The position involves frequent interaction with our International Network of Insurance Company Partners, as well as with our Multinational Clients, many of whom are well-known leaders in their respective industries.

The Sales Coordinator is responsible for the preparation of our Client's International Experience Reports and manages a portfolio of Clients. The role reviews Policy Year End Reports and coordinates their successful completion.

Position Responsibilities:

  • Prepares proposals, including analysis of quotations submitted by Network Partners, review of plan specifications, and preparation of benefit and cost summaries and Second Stage Accounting Exhibits with appropriate explanatory notes.
  • Communicates orally or in writing with clients, brokers, Network Partners and department members to clarify and resolve questions, concerns, or requests regarding client cases and extension sales.
  • Prepares IGP Second Stage Accounting Exhibits to accompany IGP proposals, in accordance with the expenses and risk formulas in the IGP Operating Guide.
  • Prepare Second Stage Accounting exhibits as well as to check the accounting Policy Year End Reports.
  • Conducts research as required by clients, brokers, or department members with respect to Social Security systems, labor codes, and private employee benefit practices, in more than 50 countries around the world
  • Assists on special assignments for key IGP accounts, including multi-country pooling exercises. Collects data, compiles reports, communicates with Network Partners, etc.
  • Prepares Administrative Data Reports for client cases, including preparation of Second Stage Accounting and details of special arrangements involving the case (i.e. Business Updates).
  • Addresses any concerns regarding the experience reports with the Network Partners. Prepares a cover letter reflecting experience and key issues for the client.
  • Assists in logistical arrangements and special projects.

Required Qualifications:

  • A basic knowledge of group insurance and pensions is essential.
  • Demonstrated passion for providing client-centric solutions
  • Propensity to work collaboratively, within team and with members of other teams
  • Strong working knowledge of spreadsheet and database applications

Preferred Qualifications:

  • Has an analytical and open mind with a good feeling for numbers and the ability to interpret numerical data effectively.
  • Excellent time management skills and the ability to work both independently and as a team player
  • Excellent oral and written communication skills
  • Adaptable and flexible in responding to deadlines on assignments and workflow fluctuations
  • Self-motivated, organized and results-oriented

When you join our team:

  • We'll empower you to learn and grow the career you want.
  • We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
  • As part of our global team, we'll support you in shaping the future you want to see.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit .

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact .

Referenced Salary Location

Waterloo, Ontario

Working Arrangement

Hybrid

Salary range is expected to be between

$50,700.00 CAD - $84,500.00 CAD

If you are applying for this role outside of the primary location, please contact for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact for more information about U.S.-specific paid time off provisions.



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